Customer Requests and Bug Fixes

Newly Released Customer Requests

Email Delivery Status' 📩 

Have you ever wondered whether your email was successfully sent to your supplier, owner or tenant! You can now see these directly in your audit trail on each job.

Add attachments to messages 📎 

Need to send an attachment to just the single recipient on a job? Instead of attaching something to the whole job, where both your suppliers and owners can see, you can now send attachments via individual messages.

Updated wording on the Inbox  

Now when an owner approves or declines a job or quote request you have sent them, you will be able to see this directly on your Inbox. No more having to click into the job to see how they chose to proceed.

Updated search function 🔍 

Ever needed to find a job in Tapi but couldn't remember the property? You can now search using the job description to help narrow things down.



Bug Fixes

  • Job urgency tags not showing on all emails
  • Invoices not matching for Property Me customers automatically when job has a suffix
  • Quote not showing values in audit trail after owner approval
  • Job showing wrong supplier name
  • Wrong supplier name showing in job list

Customer Requests and Bug Fix Updates!

Newly Released Customer Requests ✨

Allow cost limits to include cents 💰

We're excited to announce that you can now include cents when setting cost limits in Tapi! This means you'll have even more control over setting these perimeters and making sure your suppliers don't go over these set cost limits. 

Property Tree now has multiple owner contacts 🌳

Tapi now has the ability to have multiple owner contacts against a property! All contacts marked as 'owner' in Property Tree will now pull through to Tapi so communication can go out to all stakeholders who need to be involved.


Bug Fixes 💥

  • Invoice approved status now shown in audit trail for 'forward to owner'.
  • Property Me sending messages to supplier fix.
  • Property Tree property managers assigned correctly to properties.

More Bug Fixes and Improvements ✅

💡 Improvements:

  • Invoice email attachments will show INV file first
  • Invoice photos pushed to integration
  • Alert for creating recurring services at the end of the month
  • Agents cannot approve invoices if tax is greater than total amount


🐞 Bug Fixes:

  • Owner email sync fix
  • Suppliers confirm work order email sent a day early fix


Fixes and Improvements to Invoices

Latest Fixes and Improvements 🛠

  • Make sure all matched invoices assign to the property manager assigned to the work order automatically.
  • Fixed invoice description for Palace users to descriptions push from Tapi to Palace for all invoices.
  • Allow all notes to be shown and added on the invoice page.

Small Improvements and Fixes


Improvements improvement 

  • General Quality Assurance Improvements


Issues fix 

  • Fixed an issue where PropertyTree issues weren't showing in some supplier dashboards
  • Other small bug fiez

Reported Via Filter and small changes


Reported Via Filter

Get more insight into your jobs with the new reported via filter! Click any source now to see a breakdown of your tenant-reported jobs or maybe your complinace/regulation jobs. 🚀

Fixes

  • Fixed a bug where the audit trail would disappear on certain issues
  • Fixed an issue where some details weren't being updated when switching between invoices. 
  • And a few other fixes. 

Next Invoice Button & Bug Fixes

After many requests we have brought back the 'Next Invoice Button' which will make your invoicing process much smoother!

We're super excited that this feature is now there for you! 😀

You will find this button at the top of your invoices as pictured below:


Bug Fixes:

  • Fixed issue where scrolling wasn't working on IOS
  • Fixed issue where some users were experiencing incorrect counts 

More Small Fixes & Improvements


Fixes and Changes

  • Properties will now still show on work orders even if they are archived in a trust account. 
  • Fixed an issue where when converting a quote to work order it would sometimes duplicate the work order in Palace
  • Fixed an issue where a work order couldn't be searched using the work number in the supplier dashboard
  • And some other small fixes. 

Bug Fixes and Small Improvements

Improvements 

  • Made a small change to the work order popover box so it will position more clearly. 
  • Optimized some loading times. 
  • Added supplier phone number to the details page. 

Fixes

  • Fixed an issue where some achived owners from PropertyTree were showing as active.
  • Fixed an issue where when switching invoices the description wasn't updated to match the work order title
  • And some other small fixes 

Notes, Quotes and More!


💬 Agents can now tag each other in notes on work orders 💬

  • A common request we have received is agents wanting to be able to communicate on work orders with each other so here it is!

Benefits:

Only the agents tagged can see these

Clearer communication and in-depth record keeping


Want to learn more about this feature? Follow this link for an interactive product tour:

https://tapi.app/action/jobs?product_tour_id=223017 


🔁 Convert a quote back to a work order 🔁

  • We have had some great feedback that often quotes come through and then there is no way to convert this back to a work order so you now have this ability to convert a quote back to a work order!


✨ Updates tab on side navigation bar

  • Anytime we release any cool new features, improvements or fixes you can keep up to date with these exciting changes by clicking the 'Updates' tab on the left side navigation bar


💥 Additional Fixes 💥

  • Various improvements of invoice details and processes
  • View all declined and approved invoices on work orders for record keeping
  • Property Tree specific fixes
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